2nd Quarter - Report

CAPCITY ADVOCATES, LLC for NATIONAL ASSOCIATION FOR FIXED ANNUITIES

Period 2nd Quarter 2024 Filed Jul 19, 2024 Signed by Mr. Cliff Andrews

Official filing
Firm
CAPCITY ADVOCATES, LLC
Client
NATIONAL ASSOCIATION FOR FIXED ANNUITIES
Income
$30,000
Expenses
—

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Insurance INS

All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act. S. 1770, the Retirement Security and Savings Act. Support for expanding qualified longevity annuity contracts. S.RES.275, A resolution designating June as "National Annuity Awareness Month". H.Res.528, Expressing support for the designation of June as "National Annuity Awareness Month".

LobbyistCovered position, as disclosed
CLIFF ANDREWS —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 1770 (118th), S.Res. 275 (118th), H.R. 3942 (118th), H.Res. 528 (118th)

Taxation/Internal Revenue Code TAX

All issues related to the tax treatment of life insurance, annuities and retirement accounts. S. 1770, the Retirement Security and Savings Act. H.R. 3942, Lifetime Income For Employees Act. H.R. 7293, Automatic IRA Act of 2024. Support for expanding qualified longevity annuity contracts.

LobbyistCovered position, as disclosed
CLIFF ANDREWS —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 7293 (118th), S. 1770 (118th), H.R. 3942 (118th)

Retirement RET

All legislation and regulation impacting fixed annuities. S. 1770, the Retirement Security and Savings Act. H.R. 3942, Lifetime Income For Employees Act. H.R. 7293, Automatic IRA Act of 2024. Support for expanding qualified longevity annuity contracts. H.Res. 528, Expressing support for the designation of June as "National Annuity Awareness Month". S.Res. 275, A resolution designating June as "National Annuity Awareness Month". H.J.Res 140, 141, 142. S.J.Res 79.

LobbyistCovered position, as disclosed
CLIFF ANDREWS —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 1770 (118th), H.R. 3942 (118th), H.Res. 528 (118th), H.J.Res. 140 (118th), S.Res. 275 (118th), H.R. 7293 (118th), S.J.Res. 79 (118th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.